Latest Institutional Purchases of Ishares Tr Core Moderate Alloc (AOM)

AOM Quotes by TradingView

This list provides information on the latest institutional transactions involving Ishares Tr Core Moderate Alloc (AOM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 28, 2025 Q4 2024
Archer Investment Corp

BUY
 -
6
+ 0.97%
$261 - $270
625 $28.7K
Jan 23, 2025 Q4 2024
Concord Wealth Partners

BUY
 -
3
+ 1.65%
$130 - $135
185 $8.51K
Apr 01, 2025 Q4 2024
High Note Wealth, LLC

Deephaven, MN
BUY
 -
1
New
$43.4 - $45.1
1 $46
Jan 22, 2025 Q4 2024
Pacific Capital Wealth Advisors, Inc

BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 24, 2024 Q3 2024
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
269K
New
$11.5M - $12.2M
269K $12.4M
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
94K
+ 1808.5%
$4.01M - $4.25M
99.2K $4.56M
Nov 12, 2024 Q3 2024
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
11.7K
New
$497K - $526K
11.7K $536K
Nov 14, 2024 Q3 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
10.8K
New
$460K - $488K
10.8K $496K
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
10.7K
New
$457K - $484K
10.7K $493K
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.15K
+ 17.62%
$262K - $278K
41K $1.89M
Oct 16, 2024 Q3 2024
Bos Asset Management, LLC

Springfield, IL
BUY
 -
4.53K
New
$193K - $205K
4.53K $208K
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
4.3K
New
$183K - $194K
4.3K $198K
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
3.03K
New
$129K - $137K
3.03K $139K
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2.21K
New
$94.3K - $99.9K
2.21K $102K
Oct 23, 2024 Q3 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
1.87K
+ 16.2%
$79.8K - $84.5K
13.4K $617K
Oct 01, 2024 Q3 2024
First Financial Bank Trust Division

Hamilton, OH
BUY
 -
1.3K
+ 5.59%
$55.3K - $58.6K
24.5K $1.12M
Nov 13, 2024 Q3 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
583
+ 6.01%
$24.9K - $26.3K
10.3K $473K
Nov 08, 2024 Q3 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
516
New
$22K - $23.3K
516 $23.7K
Oct 08, 2024 Q3 2024
Syntrinsic LLC

Denver, CO
BUY
 -
340
+ 3.95%
$14.5K - $15.4K
8.95K $411K
Oct 25, 2024 Q3 2024
Aspire Private Capital, LLC

BUY
 -
16
+ 1.3%
$683 - $723
1.25K $57.3K
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
3
+ 0.71%
$128 - $136
427 $19.6K
Apr 22, 2025 Q3 2024
North Rock Partners, LLC

BUY
 -
2
+ 0.03%
$85.3 - $90.4
7.02K $323K
Q2 2024
Aug 13, 2024 Q2 2024
Black Rock Inc.

New York, NY
BUY
 -
64.1K
+ 2.41%
$2.64M - $2.77M
2.73M $125M
Jul 30, 2024 Q2 2024
Ifg Advisory, LLC

BUY
 -
6.34K
New
$261K - $274K
6.34K $291K
Jul 15, 2024 Q2 2024
Roman Butler Fullerton & CO

BUY
 -
4.62K
New
$190K - $200K
4.62K $212K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
676
New
$27.8K - $29.2K
676 $31.1K
Aug 02, 2024 Q2 2024
United Community Bank

Greenville, SC
BUY
 -
500
New
$20.6K - $21.6K
500 $23K
Aug 14, 2024 Q2 2024
Laffer Tengler Investments

Nashville, TN
BUY
 -
363
New
$14.9K - $15.7K
363 $16.7K
Jul 30, 2024 Q2 2024
Ifp Advisors, Inc

BUY
 -
250
+ 155.28%
$10.3K - $10.8K
411 $18.9K
Jul 18, 2024 Q2 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
180
New
$7.41K - $7.79K
180 $8.28K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
168
New
$6.92K - $7.27K
168 $7.73K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
112
New
$4.61K - $4.84K
112 $5.15K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
10
New
$412 - $433
10 $460
Aug 14, 2024 Q2 2024
Swan Capital LLC

Pensacola, FL
BUY
 -
3
New
$124 - $130
3 $138
Aug 14, 2024 Q2 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.2%
$41.2 - $43.3
499 $22.9K
Q1 2024
May 06, 2024 Q1 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
127K
New
$5.19M - $5.43M
127K $5.84M
Apr 08, 2024 Q1 2024
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
6.22K
New
$254K - $266K
6.22K $286K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
4.94K
+ 13.0%
$202K - $211K
43K $1.98M
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
303
New
$12.4K - $13K
303 $13.9K
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
1
New
$40.9 - $42.8
1 $46
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
80.5K
New
$3.05M - $3.36M
80.5K $3.7M
Feb 05, 2024 Q4 2023
Win Advisors, Inc

BUY
 -
35.2K
New
$1.33M - $1.47M
35.2K $1.62M
Feb 06, 2024 Q4 2023
Paragon Advisors, LLC

BUY
 -
21.2K
+ 29.12%
$803K - $887K
94.1K $4.33M
Jan 31, 2024 Q4 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
11K
New
$416K - $460K
11K $506K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
8.27K
New
$313K - $346K
8.27K $380K
Jan 22, 2024 Q4 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
7.74K
New
$293K - $323K
7.74K $356K
Feb 13, 2024 Q4 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
7.03K
New
$266K - $294K
7.03K $323K
Feb 15, 2024 Q4 2023
Encompass More Asset Management

Danville, CA
BUY
 -
5.53K
New
$209K - $231K
5.53K $254K
Feb 09, 2024 Q4 2023
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
5.5K
New
$208K - $230K
5.5K $253K

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